53 Results for

Financial Advisory Jobs in Opa Locka, FL

Jobs

New!

Key Biscayne, FL4 days ago

$140,000–$150,000 Per Year

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New!

Coral Gables, FL3 days ago

Seeks constant feedback by customers and identify quality issues within the group to ensure high levels of customer satisfaction; Acts as a customer advocate within and outside of the organization; Actively participates in any required corporate and business line training; Other duties as assigned. With support from Client Associates, WA-IC periodically review account and customer files as per supervisory and operational procedures performing maintenance of customer information, account and customer KYC, investment profiles, and countries/states of residence, among others, and as laid-out in supervisory and operational manuals.

Miami, Florida30+ days ago

They will possess strong communications skills, superior writing skills, a very strong working knowledge of MS Excel with respect to data management and reporting, and the ability to manage multiple tasks in a dynamic environment. They will possess strong communications skills, superior writing skills, a very strong working knowledge of MS Excel with respect to data management and reporting, and the ability to manage multiple tasks in a dynamic environment.

Fort Lauderdale, FL30 days ago

This role is specifically designed for current or former Big 4 external auditors with strong technical accounting experience and a background working with complex, publicly traded or large privately held organizations. A leading professional services organization is seeking experienced Big 4 auditors to join a client-facing advisory team serving Fortune 1000 and large private equity-backed companies.

Miami,, FL30+ days ago

Capable of initiating and maintaining solid relationships with all levels of client personnel, as well as utilizing network and industry relationships to identify business development opportunities . The Transaction Advisory Services Manager will be responsible for managing financial, accounting and operational due diligence engagements for both strategic and financial buyers throughout the United States.

Miami, FL26 days ago

The Tax Managing Director, Transaction Advisory Services is an essential team member that will team with the west region transaction advisory principals to grow the practice and will lead teams responsible for traditional large firm M&A tax consulting (deal structuring, due diligence, post-deal integration, tax attribute management, and other special projects). The annual allocation to the ESOP is fully funded by BDO through investments in company stock and grants employees the chance to grow their wealth over time as their shares vest and grow in value with the firm’s success, with no employee contributions.

Coral Springs, FL30+ days ago

Build relationships with regional leaders and segment leaders, establishing a meeting cadence to understand Regional/Subregional strategy in response to changing market/client needs. + Sales and BD Acumen (Proven ability break into new accounts and expand service offerings; develop a sales lead from start to finish including opportunity development and contract negotiation; client mgmt).

Miami, FL22 days ago

Serve as primary contact between client and firm on assigned accounts, managing those accounts, and developing new accounts through excellent client service and continue to develop skills as necessary to provide a true family office experience. Participate with Lead Advisor in client/prospective client meetings, taking note of client concerns and items that need to be followed up on behalf of client.

Miami, Florida30+ days ago

$100,000–$450,000 Per Year

The role provides access to sophisticated investment platforms, global research capabilities, and the ability to build long-term advisory relationships with affluent clients. Agius & Partners LLC is partnering with top-tier banking institutions seeking experienced Financial Advisors / Wealth Advisors to join their Miami offices.

Coral Gables, Florida15 days ago

$61,000–$250,000 Per Year

Northwestern Mutual is the marketing name for The Northwestern Mutual Life Insurance Company (NM) and its subsidiaries, including Northwestern Long Term Care Insurance Company (NLTC), Northwestern Mutual Investment Services, LLC(NMIS) (Investment Brokerage Services), a registered investment adviser, broker-dealer, and member of FINRA and SIPC, and Northwestern Mutual Wealth Management Company® (NMWMC) (Investment Advisory Services), a federal savings bank. As used here, “revenue” includes exclusively First Year and Renewal Commissions, Bonuses, Northwestern Mutual Investment Services, LLC and Northwestern Mutual Wealth Management Company commissions and fees, Strategic Employee Benefits Services commissions, and Expense Allowances.

New!

Miami, FL3 days ago

Successful completion of the paid trainee program opens the door to becoming an independent contractor Financial Advisor with First Command, allowing you to run your own practice while earning income based on the value you deliver and the results you achieve. ©2026 First Command Financial Services, Inc. is the parent company of First Command Brokerage Services, Inc. (Member SIPC, FINRA), First Command Advisory Services, Inc., First Command Insurance Services, Inc.

Miami, FL9 days ago

$145.10–$232.20 Per Year

This role will lead regional FP\&A activities while working closely with Global Advisory Finance, LAC Sales, Client Services, Strategy & Operations, and Product teams to drive profitable growth and disciplined execution across consulting, managed services, and emerging advisory solutions. Visa is a world leader in payments technology, facilitating transactions between consumers, merchants, financial institutions and government entities across more than 200 countries and territories, dedicated to uplifting everyone, everywhere by being the best way to pay and be paid.

Fort Lauderdale, FL11 days ago

$190,000–$220,000

Build and maintain acquisition models for solar and BESS opportunities, incorporating purchase price mechanics, working capital adjustments, earn-out structures, and transaction cost assumptions to produce levered/unlevered IRR, NPV, and MOIC outputs . Nofar USA / Blue Sky Utility is seeking a Senior Financial Analyst to join the Finance & Transactions team, focused on the commercial and analytical dimensions of M&A transactions and project finance capital raises across our U.S. utility-scale solar and BESS portfolio.

Fort Lauderdale, FL30+ days ago

Pareto's deep analytics and financial intelligence complement Convey's operational expertise, enabling our clients to improve performance, reduce costs, and create better healthcare experiences for millions of Americans--especially seniors and vulnerable populations. Convey Health Solutions, together with Pareto Intelligence™, delivers a powerful combination of purpose-built technology, advanced analytics, and expert services to help health plans thrive in a complex, post--Affordable Care Act environment.

Miami, FL21 days ago

Full-time

If you thrive in a sales-driven, client-focused environment, want a clear path to grow into an advisor within the next couple of years, and want to make a meaningful impact, Guerra Wealth Advisors is calling your name. With warm leads provided, NO cold calling is required, allowing you to focus on building relationships, qualifying prospects, and scheduling appointments for our financial advisors.

New!

Miami, FL4 days ago

They will possess strong communications skills, superior writing skills, a very strong working knowledge of MS Excel with respect to data management and reporting, and the ability to manage multiple tasks in a dynamic environment. As a Fortune 100, Nasdaq-listed provider, we connect clients to the global markets – focusing on innovation, human connection, and providing world-class products and services to all types of investors.

Miami, FL23 days ago

The role is especially attractive for professionals coming out of Big 4, national firms, or strong industry finance teams who want to keep building their accounting career while gaining more variety, stronger client exposure, and a path that feels less rigid than traditional firm life. Depending on the client, your work may include financial reporting, technical accounting, controllership support, internal controls, audit readiness, post-acquisition integration support, IPO readiness, process improvement, and other finance transformation projects.

New!

Coral Gables, FL, FL5 days ago

$90,000–$105,000 Per Year

A top local CPA and advisory services firm in beautiful Coral Gables, FL has engaged with us to find a Audit Senior / Senior Audit Associate with experience in various business entities and high net worth clients. We don't work for the "Big 4" but we do work with growing and top-rated firms that do complex business tax and assurance work and also provide high levels of personal service for their clients.

New!

Pembroke Pines, FL4 days ago

Remote

$80,000–$100,000 Per Year
Full-time

Please note: If this position is posted as either fully remote and/or hybrid, in accordance with company policy, individuals residing within a 50-mile radius of a branch location may be required to work onsite in a hybrid capacity as there may be occasions when on-site presence is necessary to meet specific business needs. This role is responsible for coordinating the annual budget, performing month‑end analysis and reporting, tracking key book of business metrics, and supporting monthly business reviews.

New!

Fort Lauderdale, FL2 days ago

We are seeking a highly skilled Senior Financial Analyst to support financial reporting, treasury management, tax coordination, and operational accounting functions within a dynamic investment organization. This role will work closely with leadership, external accountants, developers, and investors to ensure accurate financial reporting and efficient financial operations across multiple entities.

New!

Fort Lauderdale, FL4 days ago

$75,000–$125,000 Per Year

This entry-level position offers a unique opportunity to develop core skills in financial planning and investment strategies while being part of a dynamic team that makes a real difference in people's lives. About Us: Coastal Wealth is a leading financial services firm dedicated to empowering clients to achieve their financial goals.

New!

Miami, FL4 days ago

$75,000–$125,000 Per Year

Miami, FL30+ days ago

$100,000–$150,000

To comply with US Government space technology export regulations, the applicant must be a US citizen, lawful permanent resident of the US, protected individual as defined by 8 USC 1324b(a)(3), or eligible to obtain the required authorizations from the US Department of State. Marc Bell Capital Partners is a leading investment firm with a focus on venture capital, private equity, finance, real estate, hospitality, and theatrical endeavors.

Fort Lauderdale, FL30+ days ago

Full-time

Collaborate with Sales, Marketing, and Executive Leadership to evaluate sales funnel performance, conversion rates, and channel efficiency, driving strategic initiatives based on real-time data insights. Support revenue planning and strategic decision-making, providing scenario modeling, sensitivity analysis, and insights influencing product launches, investment decisions, and resource allocation.

Miami, FL30+ days ago

$6–$8 Per Hour

Teamed with Tax team and Tax advisors to complete monthly, quarterly, and annual direct and indirect tax returns; work with payroll team to ensure local payroll requirements are met; assist with the statutory audit process where required; work with Legal on intercompany agreements and/or other Legal requests with regards to the secretarial administrative aspect of these entities; work with Tax team on transfer pricing requests. Job Posting Total Rewards Offerings : $69,800.00-$91,600.00 (posting salary range) + 10% target short term incentive + $23,000 on average spent on benefits per employee, including but not limited to health, dental, vision, retirement with above market employer match, wellness incentives and EAP + paid time off (including holidays, vacation days and sick days).

Miami, Florida30+ days ago

$90,000–$500,000 Per Year

Position Overview: We're seeking experienced Financial Advisors who want full autonomy, the ability to serve international HNW clients, and a compensation structure that reflects their value. The firm specializes in international HNW/UHNW clients and offers a unique multi-custodial platform with relationships across U.S., European, and Latin American custodians.

New!

Miami, Florida3 days ago

$32.69–$38.94 Per Hour

What You'll Do: Manage project administration for assigned portfolio of Project Managers, including establishing financial setup, revenue methods, budgets, and reporting in Deltek Vision to support accurate and timely project execution. In this role, you will collaborate across disciplines to support financial planning, reporting, and compliance—helping teams optimize performance, manage risk, and successfully deliver complex projects.

New!

Fort Lauderdale, FL4 days ago

$50,000–$70,000 Per Year

We’re looking for an exceptional Executive Assistant to work directly with the President of Coastal Wealth Private Client Group and one of the top financial advisory teams in the country. Proficiency with Microsoft Office, familiarity with eMoney or similar financial planning software, CRM platforms, and exposure to financial planning concepts will help you succeed.

Miami Beach, FL30+ days ago

Control of assigned budget to each project and allocation of resources within SAP (via POs): Review and re-assign resources within the month or quarter, with the label Managing Director and SVP Marketing, to each project monitoring the expense within the monthly/quarterly budget assigned. Liaise and partner with Finance team under VP Finance for monthly budget reservations, fund transfers, vendor installation, creating requisitions, facilitating PO approval, rushes, invoice troubleshooting, vendor relations, etc.

Miami, FL28 days ago

Join the fun and follow us on social media to see what's happening at our company, and don't forget to connect with us on Lennar: Overview | LinkedIn for the latest job opportunities. The analyst will be responsible for assisting with budget tracking, monthly reporting, data analysis, and invoice coding, while also contributing to automation and AI-driven initiatives that improve finance team efficiency.

Miami, Florida25 days ago

Independently, creates and maintains a framework for evaluating and reporting the performance of Divisions and their profitability directly related to success of the Bank and to the creation of new strategies towards meeting and exceeding Bank goals. Develop requirements, specifications, and carry out project tasks to develop, design, automate, compile, prepare and test reports and dashboards.

Miami, FL30+ days ago

Carnival Corporation & plc is the world’s largest leisure travel company, our mission to deliver unforgettable happiness to our guest through our diverse portfolio of leading cruise brands and island destinations, including Carnival Cruise Line, Holland America Line, Princess Cruises, and Seabourn in North America and Australia; P&O Cruises and Cunard Line in the United Kingdom; AIDA in Germany; Costa Cruises in Southern Europe. The ideal candidate will have strong analytical skills, proficiency in financial software, and experience in financial planning and analysis; a self-starter with a curious mind that takes initiatives and ownership of their area of expertise.

Miami, FL23 days ago

Working closely with the Director and Manager of SG&A Finance, this role plays a critical part in the preparation and execution of the annual operating plan, monthly forecasts, and long‑range outlooks, operating with a high degree of independence and contributing to continuous improvement of FP&A processes. Support strategic financial initiatives by aligning SG&A financial plans with broader organizational goals, which may include performing complex ad‑hoc financial analyses to support emerging business needs and leadership decisions.

Miami, FL10 days ago

Through comprehensive benefits (https://www.wesco.com/us/en/our-company/careers/work-at-wesco.html#benefits) and active community engagement, we create an environment where every team member has the opportunity to thrive. Learn more about Working at Wesco here (https://www.wesco.com/us/en/our-company/careers/work-at-wesco.html) and apply online today!.

Miami, Florida30+ days ago

Experienced CFO (or equivalent) with success in improving cash flow, obtaining bank loans, helping companies grow profitably, increasing company value, strategic planning and (with proper training) preparing a business to sell. B2B CFO offers a dynamic platform for seasoned financial professionals like you to excel in strategic business advisory and sell/buy services for privately held companies.

Miami, FL15 days ago

Full-time

Applicants have rights under Federal Employment Laws:Know Your RightsPay TransparencyFamily and Medical Leave Act (FMLA)Employee Polygraph Protection ActE-Verify Program Participant: Federal Express Corporation participates in the Department of Homeland Security U.S. Citizenship and Immigration Services’ E-Verify program (For U.S. applicants and employees only). Knowledge, Skills and AbilitiesStrong software, verbal and written communication, and presentation skills necessary to present and explain complex and/or confidential information.

Miami, FL30+ days ago

$120,000–$140,000 Per Year

Kaseya has achieved sustained, strong double-digit growth over the past several years and is backed by Insight Venture Partners www.insightpartners.com), a leading global private equity firm investing in high-growth technology and software companies that drive transformative change in the industries they serve. Kaseya® is the leading provider of complete IT infrastructure and security management solutions for Managed Service Providers (MSPs) and internal IT organizations worldwide powered by AI.

Miami, FL11 days ago

$100,000–$150,000

If you're pursuing a career in Investment Banking, Private Equity, Capital Markets, or Corporate Finance, this role represents the type of accelerated opportunity we help you land — faster, with personalized recruiter outreach and AI-powered support. This Investment Banking Analyst role is an example of real opportunities available inside the Career Launch AI Private Job Board, which includes: Exclusive roles from employers who recruit directly through Career Launch AI.

Miami, FL11 days ago

$100,000–$150,000

Miami, FL30+ days ago

The ideal candidate will possess strong communication skills, as the role requires interaction with colleagues across multiple levels of the firm, financial advisors, field supervisors, and clearing firms in order to conduct thorough investigations and resolve matters effectively. We are seeking a candidate with strong analytical and attention-to-detail skills who will be responsible for monitoring and reviewing transactions to identify potentially suspicious activity, conducting investigations, and preparing Suspicious Activity Reports (SARs) as required.

Miami, FL30+ days ago

Remote

$4,000–$5,000

The ideal candidate demonstrates strong problem-solving abilities and can independently resolve client and operational issues while effectively communicating with advisors, custodians, and internal stakeholders. A boutique, high-touch wealth management firm delivering personalized financial advisory services with a focus on exceptional client experience.

Coral Gables, FL30 days ago

Full-time

This role is responsible for managing engagement teams, reviewing highly technical federal and cross-border calculations and filings, advising clients on federal and international tax matters, and supporting Directors, Principals and Partners in delivering high-quality services. · Manages and reviews complex U.S. international tax filings, including Forms 5471, 5472, 8865, 8858, 8992 and 8993 (GILTI / FDII), 1118 and 1116 (foreign tax credits), 926 and related outbound reporting, among others.

Miami, FL11 days ago

$150,000–$250,000

This Healthcare Investment Banking Analyst/Associate posting is an example of the roles featured on the Career Launch AI private job board — high-paying, competitive healthcare M&A and capital markets opportunities that members receive exclusive access to. A leading global investment bank (representative of our employer network) is hiring a Healthcare Investment Banking Analyst/Associate to support M&A execution, capital raising, and strategic advisory in the healthcare and life sciences sectors.

Miami, FL30+ days ago

Deliver comprehensive, goals-based wealth plans for high-net-worth (HNW) and ultra-high-net-worth (UHNW) individuals, families, and closely held entities within the U.S., including clients with complex domestic and cross-border considerations. This role partners with financial advisors, relationship managers, and product teams to deliver customized planning solutions covering multi-jurisdictional tax considerations, estate planning, wealth transfer, philanthropic strategies, and investment-related tax optimization.

Miami, FL17 days ago

Full-time

This role is ideal for candidates with 1–3 years of sales or business development experience, excellent communication skills, and a desire to transition into a financial advisor role. The Sales Growth Associate connects prospective clients with our advisory team, guiding families toward financial success.

Miami, FL21 days ago

Full-time

This is perfect for professionals with 1–3 years of sales or client-facing experience who are ambitious, goal-oriented, and looking to advance into an advisory role. If you’re ready to leverage your sales expertise to help clients take control of their financial futures — and earn uncapped income while doing it — this is your opportunity.

Miami Lakes, FL23 days ago

Owns the end-to-end financial integration of acquired practices across all major workstreams within the defined integration timeline, including: Onboarding: Leads the acquisition kickoff meetings and onsite visit with the acquired practice team, conducts comprehensive walkthroughs to identify potential internal control gaps, identifies optimization opportunities, financial risks, and any operational considerations critical to a successful integration. This role owns the end-to-end integration process for newly acquired physician practices, coordinating cross-functionally between finance and other departments such as revenue cycle, HR, operations, and IT to ensure each acquisition is seamlessly onboarded onto the MSO infrastructure.

Miami, Florida30+ days ago

This role translates strategic priorities into structured initiatives, tracks progress against defined metrics, and facilitates communication between business units and support functions including Risk, Compliance, Operations, Technology, and Finance. Overview: The LOB Business Advisor plays a key role in executing sales strategies, monitoring operational activities, and coordinating efforts across all Production Lines of Business (LOBs).

Miami, Florida30+ days ago

The Private Wealth Advisor Senior is responsible for consulting with current and prospective clients to identify and meet their financial goals, primarily through providing wealth advisory and investment management solutions, including financial planning and trust services. Will also work with RMs to identify and solicit clients that would benefit from the bank’s investment, financial and Trust products and services and to introduce clients to RM’s for depository services.

Miami, Florida13 days ago

Baker Tilly Advisory Group, LP and Baker Tilly US, LLP, trading as Baker Tilly, are independent members of Baker Tilly International, a worldwide network of independent accounting and business advisory firms in 141 territories, with 43,000 professionals and a combined worldwide revenue of $5.2 billion. Baker Tilly is a leading advisory, tax and assurance firm, providing clients with a genuine coast-to-coast and global advantage in major regions of the U.S. and in many of the world's leading financial centers - New York, London, San Francisco, Los Angeles, Chicago and Boston.

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Financial Advisory Jobs in Opa Locka, FL

Finance Manager Jobot

Wealth Management Advisor Amerant Bank

Compliance Officer - Investment Advisory StoneX Group

Advisory Consultant (Big 4 External Audit) Supplied Talent

Manager, Transaction Advisory Services Regal Executive Search

Tax Managing Director, Transaction Advisory Services (M&A) bdo consulting

Client Advisory Partner - Water/Wastewater Utilities - East Region Job Details | Black & Veatch Family of Companies Black & Veatch

Financial Advisor Brady Financial

Financial Advisor / Wealth Advisor Agius & Partners

Financial Advisor Northwestern Mutual

Financial Advisor First Command Financial Services, Inc.

Director of Finance, Advisory Visa Technology and Operations LLC

Senior Financial Analyst - M&A and Project Finance Blue Sky Utility

Client Advisory Analyst Convey Health Solutions, Inc.

Financial Specialist (Phone Sales) ($70,000 - $90,000) Guerra Wealth Advisors

Compliance Officer - Investment Advisory Stonex Group

Manager - Accounting Advisory Velvet Ledger Workforce

Audit Senior- CPA Advisory -Boutique Firm Caliber Recruiting Group

Senior Financial Analyst (Insurance experience) Insurance Office of America

Senior Financial Analyst Aligned Solutions

Financial Advisor – Fort Lauderdale, FL Coastal Wealth

Financial Advisor - Miami, FL Coastal Wealth

Financial Analyst in Miami Marc Bell Capital

Senior Financial Analyst, Lion Holdings Valuetainment

Financial Analyst Molson Coors Beverage Company

RIA Financial Advisor The Misch Group

Project Financial Analyst CHA Consulting, Inc.

Executive Assistant - Financial Services Fort Lauderdale, FL Coastal Wealth

Financial Analyst Lancesoft

Financial Analyst Lennar Corporation

Financial Analyst-Business Intelligence City National Bank of Florida

Sr. Financial Analyst, FP&A Carnival Global Brand

Senior Analyst, Financial Carnival Global Brand

Senior Financial Analyst (International) WESCO

Fractional CFO B2Bcfo

Sr Financial Analyst FedExGround

Senior Financial Analyst - Cloud Infrastructure (Public & Private Cloud) Kaseya Careers

Investment Banking Senior Analyst Career Launch AI

Investment Banking Analyst Career Launch AI

Business Analyst (Non Technical, Specialty) Associate Veterans Sourcing Group

Client Operations Specialist (1770035824) - Remote US HireHawk

Senior Tax Manager Driven Advisors

Healthcare Investment Banking Analyst / Associate Career Launch AI

Director, HNW Wealth Planner Santander US

Sales Growth Associate ($70,000 - $90,000) Guerra Wealth Advisors

Inside Sales Specialist ($80,000 - $100,000) Guerra Wealth Advisors

Sr. Finance Manager - Integrations & Acquisitions Elevate ENT Partners

Banking Business Analyst City National Bank of Florida

Private Wealth Advisor Senior City National Bank of Florida

Accounting Manager- Finance and Accounting Managed Services Baker Tilly Advisory Group, LP

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